Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
2025
Q1
$338K Buy
2024
Q4
$220K Sell
2024
Q3
$232K Buy
2024
Q2
$220K Sell
2024
Q1
$222K Buy
2023
Q4
$209K Hold
2023
Q3
$204K Buy
2023
Q2
$180K Hold
2023
Q1
$171K Hold
2022
Q4
$169K Sell
2022
Q3
$150K Hold
2022
Q2
$157K Sell
2022
Q1
$261K Buy